CIK: 0000914973
申告総資産額
$2.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 23.77% | -0.25% | -0.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.35% | +0.11% | +0.03% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.03% | +0.16% | -2.63% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 5.74% | — | -5.02% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.18% | -0.88% | -49.18% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.15% | — | -2.22% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.63% | +0.18% | +0.32% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 2.58% | -0.01% | -27.83% | |
| 9 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.42% | -0.77% | +598.52% | |
| 10 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 2.32% | -0.83% | +2034.86% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.95% | — | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.70% | +0.14% | -2.33% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.43% | -0.08% | -0.74% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.29% | — | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.89% | -0.03% | -0.87% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.08% | +1.65% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.76% | — | -0.23% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.64% | — | -0.44% | |
| 19 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.62% | — | -1.98% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.60% | — | +0.64% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | -0.03% | -2.49% | |
| 22 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.54% | — | — | |
| 23 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.54% | — | +2.76% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | +0.08% | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.52% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | +24.98% | |
| 27 | HYBL | Ss Blackstone High INC ETF | ETF-その他 | 0.50% | — | -3.93% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.04% | — | |
| 29 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.48% | — | +2.40% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.47% | — | +0.16% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.46% | — | -3.49% | |
| 32 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.44% | +0.14% | +4.06% | |
| 33 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.42% | — | +0.55% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.39% | — | -4.34% | |
| 35 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.37% | +0.06% | — | |
| 36 | VOX | Vanguard Communication Servi | ETF-その他 | 0.35% | -0.01% | +0.97% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.35% | — | -1.27% | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.35% | — | +2.24% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.34% | -0.08% | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.34% | -0.02% | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | — | +36.03% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.32% | -0.04% | -0.24% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | +0.11% | — | |
| 44 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.31% | +0.04% | +6.02% | |
| 45 | ARKK | Ark Innovation ETF | ETF-その他 | 0.30% | -0.02% | +9.11% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | — | — | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.29% | — | -5.85% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.28% | — | — | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.28% | +0.11% | +11.77% | |
| 50 | MPX | Marine Products CORP | 株式-その他 | 0.27% | -0.04% | — |